1834 Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.05M | Sell |
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2025
Q1 | $6M | Sell |
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2024
Q4 | $6.18M | Sell |
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2024
Q3 | $5.77M | Sell |
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2024
Q2 | $5.93M | Sell |
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2024
Q1 | $6.08M | Sell |
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2023
Q4 | $7.87M | Sell |
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2023
Q3 | $7.67M | Sell |
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2023
Q2 | $9M | Sell |
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2023
Q1 | $9.29M | Buy |
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2022
Q4 | $9.28M | Sell |
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2022
Q3 | $7.41M | Sell |
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2022
Q2 | $8.09M | Buy |
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2022
Q1 | $9.71M | Sell |
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2021
Q4 | $11.6M | Buy |
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2021
Q3 | $12M | Sell |
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2021
Q2 | $11.4M | Sell |
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2021
Q1 | $11.3M | Sell |
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2020
Q4 | $10.5M | Sell |
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2020
Q3 | $8.11M | Buy |
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2020
Q2 | $7.82M | Buy |
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2020
Q1 | $6.87M | Sell |
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2019
Q4 | $13.7M | Sell |
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2019
Q3 | $13.2M | Sell |
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2019
Q2 | $12.8M | Sell |
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2019
Q1 | $11.8M | Sell |
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2018
Q4 | $11.6M | Buy |
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2018
Q3 | $13.3M | Buy |
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2018
Q2 | $11.8M | Buy |
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2018
Q1 | $12.4M | Sell |
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2017
Q4 | $12.4M | Buy |
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2017
Q3 | $10.8M | Sell |
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2017
Q2 | $10.7M | Buy |
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2017
Q1 | $10M | Sell |
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2016
Q4 | $10.7M | Buy |
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2016
Q3 | $8.15M | Buy |
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2016
Q2 | $7.57M | Buy |
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2016
Q1 | $7.13M | Buy |
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2015
Q4 | $7.36M | Sell |
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2015
Q3 | $7.25M | Buy |
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2015
Q2 | $7.92M | Sell |
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2015
Q1 | $7.17M | Buy |
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2014
Q4 | $7.26M | Sell |
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2014
Q3 | $7.58M | Buy |
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2014
Q2 | $7.2M | Buy |
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2014
Q1 | $7.14M | Buy |
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2013
Q4 | $6.8M | Sell |
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2013
Q3 | $6.07M | Sell |
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2013
Q2 | $6.29M | Buy |
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